Position in CARR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$315,184
-$180,512 QoQ
Shares Held
4,297
-51.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,061
of 1,624 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $4,685,576 across 9 Building Products & Equipment names. CARR ranks #7 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
9,115 | $1,331,792 | |
| 2 | OC |
Owens Corning
|
4,428 | $703,874 | |
| 3 | TT |
Trane Technologies plc
|
1,321 | $648,822 | |
| 4 | FBIN |
Fortune Brands Innovations, Inc.
|
7,363 | $404,228 | |
| 5 | MAS |
Masco Corp /De/
|
4,679 | $380,730 | |
| 6 | WMS |
Advanced Drainage Systems, Inc.
|
2,309 | $362,420 | |
| 7 | CARR |
CARRIER GLOBAL Corp
This page
|
4,297 | $315,184 | |
| 8 | LPX |
Louisiana-Pacific Corp
|
3,489 | $274,444 |
All Filings in CARR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,184 | 4,297 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $495,696 | 8,803 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $338,493 | 6,406 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||